SWM
SeaCrest Wealth Management’s Shell SHEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.04M | Sell |
28,956
-832
| -3% | -$58.6K | 0.22% | 87 |
|
|
2025
Q1 | $2.18M | Buy |
29,788
+2,059
| +7% | +$151K | 0.25% | 68 |
|
|
2024
Q4 | $1.74M | Sell |
27,729
-2,425
| -8% | -$152K | 0.18% | 97 |
|
|
2024
Q3 | $1.99M | Sell |
30,154
-2,143
| -7% | -$141K | 0.21% | 87 |
|
|
2024
Q2 | $2.33M | Buy |
32,297
+304
| +1% | +$21.9K | 0.27% | 60 |
|
|
2024
Q1 | $2.14M | Sell |
31,993
-865
| -3% | -$58K | 0.26% | 65 |
|
|
2023
Q4 | $2.16M | Sell |
32,858
-3,474
| -10% | -$228K | 0.27% | 68 |
|
|
2023
Q3 | $2.34M | Sell |
36,332
-1,148
| -3% | -$73.9K | 0.3% | 59 |
|
|
2023
Q2 | $2.26M | Sell |
37,480
-3,957
| -10% | -$239K | 0.29% | 65 |
|
|
2023
Q1 | $2.38M | Sell |
41,437
-8,026
| -16% | -$462K | 0.32% | 56 |
|
|
2022
Q4 | $2.82M | Sell |
49,463
-2,039
| -4% | -$116K | 0.4% | 44 |
|
|
2022
Q3 | $2.56M | Sell |
51,502
-6,608
| -11% | -$329K | 0.39% | 48 |
|
|
2022
Q2 | $3.04M | Buy |
58,110
+19,912
| +52% | +$1.04M | 0.38% | 43 |
|
|
2022
Q1 | $2.1M | Buy |
+38,198
| New | +$2.1M | 0.24% | 75 |
|